Pierre M Awadalla

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 11/2018
  John Hancock Life Insurance Company
  Lake Success, NY
• 10/2006 → 11/2018
  Signator Investors Inc.
  Westbury, NY
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Melville, NY

Other Businesses

1. PIERRE AWADALLA POSITION: Insurance Broker NATURE: Individual-- Pierre Awadalla INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/03/2003 ADDRESS: 575 Broadhollow Rd., Melville NY 11747, United States DESCRIPTION: Helping clients find and getthe suitable group benefits and / or health insurance benefits for themselves and their businesses 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/27/2015 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Financial Advisor with Lighthouse Financial Network, LLC. An independent Firm ofOsaic Wealth Inc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-04-01